John Marshall Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.79 M | $35.38 M | 8.96% | 12.62% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 894,306 | $17.69 M | 100.00% | 6.31% |
| VANGUARD GROUP INC | 11/13/2024 | 646,464 | $12.79 M | 3.49% | 4.56% |
| TOTH FINANCIAL ADVISORY CORP | 10/21/2024 | 443,517 | $8.77 M | -5.71% | 3.13% |
| EVERMAY WEALTH MANAGEMENT LLC | 10/25/2024 | 333,980 | $6.61 M | 0.00% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 285,732 | $5.65 M | 0.78% | 2.02% |
| STATE STREET CORP | 11/14/2024 | 199,299 | $3.94 M | 1.48% | 1.41% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/12/2024 | 163,660 | $3.24 M | -0.25% | 1.15% |
| BROWN ADVISORY INC | 11/13/2024 | 127,514 | $2.52 M | -0.31% | 0.90% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 111,083 | $2.20 M | -56.15% | 0.78% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 101,429 | $2.01 M | 12.48% | 0.72% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 71,340 | $1.41 M | -2.73% | 0.50% |
| MERIDIAN FINANCIAL PARTNERS LLC | 10/17/2024 | 62,419 | $1.24 M | -3.87% | 0.44% |
| HALPERN FINANCIAL, INC. | 10/04/2024 | 49,730 | $937.41 M | 0.00% | 0.35% |
| MORGAN STANLEY | 11/14/2024 | 41,779 | $826,393 | 96.09% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 34,646 | $685,298 | 0.00% | 0.24% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 34,141 | $675,309 | 0.00% | 0.24% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 32,859 | $649,951 | -9.24% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 29,448 | $582,479 | -25.00% | 0.21% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 26,264 | $519,502 | 143.79% | 0.19% |
| ROYAL BANK OF CANADA | 11/14/2024 | 21,990 | $435,000 | -1.90% | 0.16% |
| JPMORGAN CHASE & CO | 12/26/2024 | 19,769 | $391,031 | 156.57% | 0.14% |
| PATTON ALBERTSON MILLER GROUP, LLC | 11/13/2024 | 18,751 | $370,895 | 0.00% | 0.13% |
| RHUMBLINE ADVISERS | 11/12/2024 | 17,995 | $355,935 | -1.26% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 17,600 | $348,128 | -35.06% | 0.12% |
| BARCLAYS PLC | 11/19/2024 | 16,436 | $325,000 | 272.53% | 0.12% |
| MARINER, LLC | 11/13/2024 | 16,387 | $324,135 | 16.05% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 14,989 | $296,482 | 100.00% | 0.11% |
| UBS GROUP AG | 11/14/2024 | 14,706 | $290,885 | 4.63% | 0.10% |
| CITADEL ADVISORS LLC | 11/14/2024 | 14,572 | $288,234 | 100.00% | 0.10% |
| MAI CAPITAL MANAGEMENT | 11/07/2024 | 12,542 | $248,081 | 0.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 11,833 | $234,056 | 0.58% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 10,573 | $209,127 | 2.52% | 0.07% |
| FNY INVESTMENT ADVISERS, LLC | 10/18/2024 | 8,500 | $168,000 | 100.00% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 7,414 | $146,649 | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 6,858 | $135,651 | 5.38% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 6,696 | $132,447 | -0.61% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 4,667 | $92,000 | 0.00% | 0.03% |
| SANDY SPRING BANK | 10/25/2024 | 3,375 | $66,758 | 0.00% | 0.02% |
| STRS OHIO | 11/01/2024 | 1,600 | $31,648 | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 1,260 | $24,923 | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 1,056 | $20,888 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 1,031 | $20,393 | -64.01% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 907 | $17,940 | 0.00% | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 700 | $13,846 | 0.00% | 0.00% |
| FMR LLC | 11/13/2024 | 560 | $11,077 | 14.29% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 395 | $8,000 | 0.00% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 82 | $2,000 | 100.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 70 | $1,000 | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2024 | 40 | $791 | 100.00% | 0.00% |
John Marshall Bancorp, Inc.institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of John Marshall Bancorp, Inc.. The most heavily invested institutionals were:
FNY Investment Advisers, LLC: 0
Fortitude Family Office, LLC: 0
T. Rowe Price Investment Management, Inc.: 1.79 M
BlackRock Funding, Inc. /DE: 894,306
VANGUARD GROUP INC: 646,464
TOTH FINANCIAL ADVISORY CORP: 443,517
41.11% of John Marshall Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.61 M shares in the last 24 months. This purchase volume represents approximately $124.97 M in transactions.